Napa Wealth Management Shp ETF Tr Neos Enhanced Incom Transaction History

Napa Wealth Management

$211 Billion
Q3 2024

A detailed history of Napa Wealth Management transactions in Shp ETF Tr Neos Enhanced Incom stock. As of the latest transaction made, Napa Wealth Management holds 918,515 shares of CSHI stock, worth $0. This represents 21.65% of its overall portfolio holdings.

Number of Shares

918,515

Holding current value

% of portfolio

21.65%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	N/A	918,515 New	918,515 $45.7 Billion

Others Institutions Holding CSHI

# of Institutions

Shares Held

5.19M

Call Options Held

Put Options Held

Retirement Planning Group

785K
Shares

$0
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

617K
Shares

$0
0.03% of portfolio
Richard P Slaughter Associates Inc

445K
Shares

$0
0.0% of portfolio
Gradient Investments LLC

406K
Shares

$0
0.0% of portfolio
Atticus Wealth Management, LLC

400K
Shares

$0
0.0% of portfolio

View Full List

About SHP ETF TR NEOS ENHANCED INCOM

Ticker CSHI

More about CSHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Account